RIAs: Under $100M AUM
12,862 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Strategic Wealth Partners Inc.
RIAAUM $40MTEAM 1REPS 1
Alphamint Financial
RIAAUM $40MTEAM 1REPS 1
King George Capital Mgmt, Inc.
RIAAUM $40MTEAM 2REPS 3
Dennis Glynn, Cpa
RIARocky Hill, CT
AUM $40MTEAM 1REPS 2
Path Financial, LLC
RIASarasota, FL
AUM $40MTEAM 1REPS 1
Carolina Financial Services Group, Inc.
RIAGreenville, NC
AUM $40MTEAM 4REPS 1
Cognitiant Registered Investment Advisors
RIAPortland, OR
AUM $40MTEAM 2REPS 2
Strategic Income Advisors
RIAAUM $40MTEAM 1REPS 1
Monotelo Wealth Partners
RIAElgin, IL
AUM $40MTEAM 1REPS 1
Fierce Financial Group LLC
RIAMiami Beach, FL
AUM $40MTEAM 2REPS 2
Veraison Asset Management, LLC
RIANewport Beach, CA
AUM $40MTEAM 1REPS 1
Data One Capital Management LLC
RIAFrisco, TX
AUM $40MTEAM 2REPS 2
Ballast Wealth LLC
RIAAUM $40MTEAM 2REPS 2
Braypark Wealth Management
RIACosta Mesa, CA
AUM $40MTEAM 4REPS 5
2201 Capital, LLC
RIANew York, NY
AUM $40MTEAM 3REPS 3
Ascent Wealth Management Group, LLC
RIACoral Gables, FL
AUM $40MTEAM 1REPS 1
Orser Investment Advisors, Inc.
RIAAUM $40MTEAM 1REPS 1
Selerski Asset Management, LLC
RIAAUM $40MTEAM 1REPS 1
Mfp, LLC
RIAVestavia, AL
AUM $40MTEAM 1REPS 1
Arimathea
RIAFort Bragg, CA
AUM $39.9MTEAM 5REPS 10
Payne Financial Management, L.L.C.
RIAKennesaw, GA
AUM $39.9MTEAM 2REPS 2
Breakwater Wealth Management
RIAAUM $39.9MTEAM 1REPS 1
Holden Family Office, LLC
RIAAUM $39.9MTEAM 2REPS 4
Gold Coast Securities, Inc.
RIAThousand Oaks, CA
AUM $39.9MTEAM 1REPS 2
Other AUM ranges
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